PensionPro

Streamline TPA operations for better efficiency

PensionPro helps firms grow their plans by offering cloud-based software, business process optimization, and seamless integrations with compliance software. This enables the onboarding and training of employees exponentially faster than traditional methods. With PensionPro, companies can ensure consistent quality across all employees regardless of their location or seniority. The platform provides project templates that create scalable workflows and detailed checklists. It also offers dashboards and reports to make running the business more efficient. PensionPro's services include management, retirement industry-focused newsletters, and eLearning for TPA professionals. These resources support professional development and help companies stay up-to-date with the latest industry insights. The platform connects all aspects of TPA sales, administration workflow, and plan sponsor interaction to create a streamlined operational hub. This maximizes efficiency and profitability, giving firms a competitive advantage.